Gift shares directly to us

This example is set out for additional rate tax payers. If you pay a lower rate of tax, your tax savings will reduce accordingly.

For a long term approach to giving with a CAF Charitable Trust, you can either place the proceeds into the CAF Charitable Trust or, subject to our investment policy, hold the shares in the CAF Charitable Trust to generate an investment return. We will help you manage and grow the funds to increase the amount to give to charity. 

For regular giving, we place the cash value of the shares you sell into a CAF Charity Account, allowing you to give to charity when and where you choose.

THE TAX BENEFITS

* In this example the original base cost is £6,000.

FIND OUT MORE

For CAF Charitable Trust clients

Please contact your dedicated private client manager direct. Alternatively, our private client managers are happy to advise about any aspect of giving, so please call 03000 123 028 (9am-5pm Monday to Friday) or complete our online formand we’ll get back to you within one working day.

For CAF Charity Account customers:

To find out more and contact our team about share giving, please complete our online form

HMRC Qualifying Shares

A wide range of shares and securities can be gifted in this way. These include those listed or dealt on a recognised stock exchange in the UK and many international exchanges: the USA, Canada, Australia, Hong Kong, New Zealand, Japan, Colombo, Singapore, Johannesburg, Switzerland and the EU countries. We will be happy to advise you before you make your gift whether or not the shares are listed on a recognised stock exchange. 

There are other investments that also qualify, including authorised unit trusts, UK open-ended investment company shares and certain foreign collective investment scheme holdings. We recommend that you seek confirmation from HMRC that your investment qualifies for Income Tax relief.

Tax Advice

We are unable to offer advice on personal tax issues. So if you are unsure of your tax situation, we recommend that you speak to a professional advisor or visit the HMRC website www.gov.uk/donating-to-charity.